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Northrop Grumman (NOC US)
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United States
Northrop Grumman Corporation is a global security company. The Company provides systems, products, and solutions in aerospace, electronics, information systems and technical services to government and commercial customers worldwide.
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bullish
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Cross Asset Strategy
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18 Nov 2020 23:22
TMI Snapshots: US Defense Equity Sentiment Bottoming; Hydrogen Economy Sentiment Surges Again
We see clear signs of a bottom forming in US defense equities with a split government and hawkish Biden Pentagon transition team. In addition, our...
Elan Gore
269 Views
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bullish
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Amazon.com Inc
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31 Aug 2020 20:30
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
Kyle Rudden
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337 Views
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bullish
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Thematic (Sector/Industry)
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28 May 2020 17:22
Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
Osbert Tang, CFA
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778 Views
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bullish
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Hexcel Corp
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23 Jan 2020 17:16
Hexcel-Woodward: Is the Offer Fair?
In my previous insight, Hexcel-Woodward: Another Aircraft Supplier Merger, I mentioned that some Hexcel shareholders might be unhappy with the...
Janaghan Jeyakumar, CFA
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698 Views
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bearish
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Hexcel Corp
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15 Jan 2020 14:11
Hexcel-Woodward: Another Aircraft Supplier Merger
On Sunday 12th January, US-based aircraft component suppliers Hexcel Corp and Woodward Inc announced they would combine in a US$6.4Bn all-stock...
Janaghan Jeyakumar, CFA
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475 Views
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